MA
Y

Menlo Advisors’s Alleghany Corp Y Stock Holding History

Menlo Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,390
Closed -$4.99M – 44
2017
Q2 		$4.99M Hold
8,390
– – 3.67% 10
2017
Q1 		$5.16M Sell
8,390
-421
-5% -$263K 3.88% 9
2016
Q4 		$5.36M Sell
8,811
-348
-4% -$194K 4.31% 7
2016
Q3 		$4.81M Sell
9,159
-16
-0.2% -$8.56K 3.85% 11
2016
Q2 		$5.04M Sell
9,175
-20
-0.2% -$10.4K 4.28% 6
2016
Q1 		$4.56M Sell
9,195
-40
-0.4% -$18.9K 4.19% 8
2015
Q4 		$4.41M Sell
9,235
-826
-8% -$408K 3.88% 11
2015
Q3 		$4.71M Sell
10,061
-158
-2% -$76K 3.7% 10
2015
Q2 		$4.79M Buy
10,219
+8,256
+421% +$3.97M 3.35% 14
2015
Q1 		$955K Buy
+1,963
New +$918K 0.68% 27

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